Managing and investing nonprofit accounts comes with distinct responsibilities. Join us for a discussion about best practices and trends for nonprofit investing accounts including foundations, endowments, and quasi-endowments. Featured Speaker Miranda Carr, CFA®, Chief Investment Officer, The Trust Company of Tennessee About Alliance for Better Nonprofits The Alliance for Better Nonprofits (ABN) serves nonprofits throughout the 25 counties of upper ...

Managing and investing nonprofit accounts comes with distinct responsibilities. Join us for a discussion about best practices and trends for nonprofit investing accounts including foundations, endowments, and quasi-endowments. Featured Speaker Miranda Carr, CFA®, Chief Investment Officer, The Trust Company of Tennessee About Alliance for Better Nonprofits The Alliance for Better Nonprofits (ABN) serves nonprofits throughout the 25 counties of upper ...

Board investment committees oversee and evaluate their nonprofit’s investment portfolio, but sometimes it can be hard to know where to start. Join us for a panel discussion in which we will share tips and challenges of creating a board investment committee. Moderator Chad Schollaert, Chief Development Officer, The Trust Company of Tennessee About Alliance for Better Nonprofits The Alliance for ...

Board investment committees oversee and evaluate their nonprofit’s investment portfolio, but sometimes it can be hard to know where to start. Join us for a panel discussion in which we will share tips and challenges of creating a board investment committee. Moderator Chad Schollaert, Chief Development Officer, The Trust Company of Tennessee About Alliance for Better Nonprofits The Alliance for ...

The Tax Cuts and Jobs Act brought historically high estate and gift tax exemptions. With the seemingly inevitable “sunset” of the Act looming on the horizon, spousal lifetime access trusts (“SLATS”) have been widely promoted in recent years as the best “have-your-cake-and-eat-it-too” estate planning strategy out there. In this program, we’ll explore several aspects of the design, creation and administration ...

The Tax Cuts and Jobs Act brought historically high estate and gift tax exemptions. With the seemingly inevitable “sunset” of the Act looming on the horizon, spousal lifetime access trusts (“SLATS”) have been widely promoted in recent years as the best “have-your-cake-and-eat-it-too” estate planning strategy out there. In this program, we’ll explore several aspects of the design, creation and administration ...

There’s a wide variety of fiduciary income tax laws among the states. In fact, many states have no fiduciary income tax at all or have a fiduciary income tax regime that is easily avoided. Given these facts, and considering our mobile society, estate planning professionals need to be conversant with how to structure estate planning vehicles and transactions to minimize ...

There’s a wide variety of fiduciary income tax laws among the states. In fact, many states have no fiduciary income tax at all or have a fiduciary income tax regime that is easily avoided. Given these facts, and considering our mobile society, estate planning professionals need to be conversant with how to structure estate planning vehicles and transactions to minimize ...

What changes should you make to your investments in 2024? Join us as we discuss: Investment changes at The Trust Company of Tennessee to position client accounts for the future. Investment themes we think will drive markets in 2024. Future return assumptions for stocks, bonds, and real assets. Steps to take for your retirement plan and personal accounts.   Featured ...

What changes should you make to your investments in 2024? Join us as we discuss: Investment changes at The Trust Company of Tennessee to position client accounts for the future. Investment themes we think will drive markets in 2024. Future return assumptions for stocks, bonds, and real assets. Steps to take for your retirement plan and personal accounts.   Featured ...

The roles of beneficiary and fiduciary by their inherent nature have the potential to engender conflict. Over recent decades, this conflict has been exacerbated by increasing demands of beneficiaries and expanded theories of fiduciary liability – flowing in part simply from the more litigious nature of society and in part from changes in trust law generally tilting toward enhancing the ...

The roles of beneficiary and fiduciary by their inherent nature have the potential to engender conflict. Over recent decades, this conflict has been exacerbated by increasing demands of beneficiaries and expanded theories of fiduciary liability – flowing in part simply from the more litigious nature of society and in part from changes in trust law generally tilting toward enhancing the ...